703-594-4944
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703-594-4944
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Monthly Accounting Service
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Accounting Software Support
Troubleshoot entries and resolve accounting issues for all versions of QuickBooks and Sage 50 US.
Monthly Schedule Meetings
Meet monthly for 15-30 minutes to discuss financials and look ahead, always proactively anticipating issues and resolving them before they happen.
Prepare and File 1099s
Set up accounting software to be able to automatically prepare and file 1099s at the end of the year.
Indirect Rates Computation
Off the shelf accounting software (including QuickBooks) do not automatically generate indirect rates. Instead of upgrading to expensive software, we can create from QuickBooks, Zero, and Sage 50 indirect rates that can then be used in bidding on contracts.
Payroll, Time Keeping & Accounting Software Integration
We can work with your external payroll company to create general ledger downloads and integrate with your QuickBooks or Sage 50.
Monthly Financial Reports and Analysis
Analyze financial statements, providing insights into the company's performance or areas of challenges.
One Time Services
Accounting System
Internal Controls and Policy Audit
We review your systems of internal controls, policies, and procedures including looking at the design, execution, and effectiveness.
DCAA Accounting System Setup
Assist in setting up a compliant DCAA required accounting system.
DCAA Accounting System Periodic Reviews
Periodically review to ensure that your accounting system is still DCAA compliant.
DCAA Accounting System Audit Support
Represent your firm during a DCAA accounting system audit.
DCMA Financial Capability Audit Support
Assist in compiling and presenting information required by DCMA during its financial capability audit of your company.
General Ledger Cleanup
Assist clients in cleaning up unorganized records, especially in QuickBooks.
Quarterly Reviews of Financials
For clients who are doing their own accounting in house but just want an outside CPA to review their books once in while. Total 4 Quarters.
User Training QuickBooks or Sage 50
For Do It Yourself clients or with an in house bookkeeper, Step by step individual or team instructions for data entry and creating reports.
Financial Management Services
Annual Budgeting
Assist with planning, budgeting, and monitoring.
Rolling Forecasting
Forecast budget continuously to take into consideration potential future events and impact on the bottom line.
Cash Flow Management and Analysis
Analyze cash position and needs, looking at ways to maximize cash flow.
Interfacing with Lenders, Attorneys, Financial Planners
Coordinate financial decisions from activities from external parties to anticipate and remedy negative impacts on cash, taxes and operations. Also responding to correspondences and clarifications.
Advisory Services
KPI Analysis, Benchmarking, Hot Sheets, Trend Analysis
Help clients to determine appropriate company-wide KPIs, developing relevant benchmarks and trends.
Preparing Regulatory Reports
Reports required by the government, such as SBA 8(a) Annual Reviews, Incurred cost submission to DCAA, contract closeout etc.
Support for Contract Negotiations
Provide responses and clarifications to the government prior to award of a contract.
Business Consultation, Periodic Business Reviews (PBR)
Business advice on specific issues that may arise from time to time, serving as a sounding board to the owner and a select members of the management team.
Complimentary Quick Chats (CQC)
Discuss issues that require immediate decision making.
Buy/Sell Support (Merger & Acquisition)
Mergers and acquisitions consulting and planning, including buy/sell side due diligence and transaction structuring
Exit Strategy
Succession Planning, Ownership Changes Consultation
Pricing Proposal
Help with pricing/cost proposal in response to request for proposal. Estimated cost per proposal.
Pricing Training
Training to guide company's team on how to develop pricing for a cost proposal submission.
Compensation Plan Analysis
Reasonable Shareholder Salary Calculation (Reports)
Business Valuations
Annual business valuations to determine how much your company is worth and to meet IRS valuation requirements in cases of employee stock options.
Business Formation
Advise on the best of firm business formation with respect to goals of the owners, as such advice could prove advantages with respect to tax (QBI 20%, buy-sell, etc.).
401K Filings
Preparing & Filing form 5500 with Department of Labor
Financing Strategies
Advise of type of financing for expansion, including evaluating options.
Process and Procedure Reviews
Conduct periodic reviews of process and procedures, developing recommendations for improvement.
Earned Value Management Systems (EVMS)
Measure the amount of work actually performed on a project beyond the basic review of cost and schedule reports. Normally required on government contracts.
Tax Services
Business Tax Returns
Prepare Forms 1065, 1120, 1120S, 990
Individual Tax Return
Individual Tax Prep (Form 1040), 1 business owner
Tax Consulting
Situational Tax Law Research and Advice
Tax Planning/Projections
Prepare scenario analysis to optimize tax position and calculating tax projections/estimated taxes for business owners.
Tax Resolution Support
Assist with settling tax liabilities with the IRS/State Authorities.
IRS Audit Defense & Representation
Representation before the IRS or other tax authorities during audits, examinations, or notices.
Other Business Tax Returns (BPOL, PPT, etc.)
Business Professional and Occupational License (BPOL), Business Tangible Property
Section 199A QBI Tax and Salary Optimization
Help clients weigh compensation planning options, along with other expense strategies to minimize their tax liability.
Small Business Tax Deductions Optimization
Help clients with tax advantaged deductions and deductions to avoid altogether to protect against audits by tax authorities.
Audits and Assurance Services
Audits
Audits are required for multiple reasons. For example, companies in the SBA 8(a) program with actual receipts of more than $10,000,000 or more are required to have an audit by an independent CPA. Contact us at 703 594 4944.
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Review Financials
Reviews are required for multiple reasons. For example, companies in the SBA 8(a) program with gross annual receipts of $2,000,000 to $10,000,000 are required to have an audit by an independent CPA. Contact us at 703 594 4944.
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Compilations
Banks or a regulatory agency may require compiled financials by a CPA, which is converting a client's data into financial statements without providing any assurances or auditing services. Contact us at 703 594 4944.
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